5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,001 increasing their positions, 3,058 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
New
167
Increased
2,001
Reduced
3,058
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
5351
Portland Financial Advisors
New York
$360K
EWA
5352
EQ Wealth Advisors
Texas
$360K
AAG
5353
Accordant Advisory Group
Maryland
$356K +$93.3K +420 +35%
CIA
5354
Citadel Investment Advisory
Ohio
$355K
WWP
5355
Wise Wealth Partners
Arizona
$355K +$444 +2 +0.1%
AI
5356
ArchPoint Investors
Florida
$352K
ARA
5357
Alexander Randolph Advisory
Virginia
$352K
BMC
5358
Bear Mountain Capital
Washington
$351K +$22.2K +105 +7%
PWM
5359
Pacific Wealth Management
California
$351K
FWP
5360
Family Wealth Partners
North Carolina
$349K +$69.8K +314 +25%
WCM Investment Management
5361
WCM Investment Management
California
$347K +$347K +1,592 New
DAS
5362
DMKC Advisory Services
Iowa
$346K -$1.63M -7,342 -83%
BIM
5363
Breakwater Investment Management
Washington
$345K -$2.44K -11 -0.7%
NRWA
5364
North Ridge Wealth Advisors
Oregon
$344K -$27.3K -123 -7%
HFA
5365
Hippocratic Financial Advisors
California
$344K +$33.8K +152 +11%
PCM
5366
Peirce Capital Management
Texas
$342K
KCAM
5367
Kagan Cocozza Asset Management
New Jersey
$341K -$1.33K -6 -0.4%
BAWM
5368
Bennett Associates Wealth Management
Pennsylvania
$341K -$444 -2 -0.1%
VAG
5369
Vannoy Advisory Group
Texas
$340K
SWM
5370
SigFig Wealth Management
California
$338K
MI
5371
Moneywise Inc
Virginia
$337K -$303K -1,365 -47%
HWA
5372
Hillcrest Wealth Advisors
New Jersey
$336K
FC
5373
Family CFO
California
$335K
ETS
5374
ESL Trust Services
New York
$334K -$66.6K -300 -17%
MG
5375
MilWealth Group
Wisconsin
$333K